Rodgers Brothers’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $689K | Sell |
3,150
-100
| -3% | -$21.9K | 0.09% | 166 |
|
|
2025
Q1 | $793K | Hold |
3,250
| – | – | 0.11% | 148 |
|
|
2024
Q4 | $690K | Hold |
3,250
| – | – | 0.09% | 156 |
|
|
2024
Q3 | $725K | Hold |
3,250
| – | – | 0.09% | 158 |
|
|
2024
Q2 | $685K | Hold |
3,250
| – | – | 0.09% | 154 |
|
|
2024
Q1 | $669K | Hold |
3,250
| – | – | 0.09% | 155 |
|
|
2023
Q4 | $616K | Hold |
3,250
| – | – | 0.1% | 153 |
|
|
2023
Q3 | $618K | Hold |
3,250
| – | – | 0.11% | 145 |
|
|
2023
Q2 | $611K | Hold |
3,250
| – | – | 0.11% | 144 |
|
|
2023
Q1 | $541K | Hold |
3,250
| – | – | 0.1% | 150 |
|
|
2022
Q4 | $538K | Hold |
3,250
| – | – | 0.11% | 146 |
|
|
2022
Q3 | $485K | Hold |
3,250
| – | – | 0.1% | 159 |
|
|
2022
Q2 | $505K | Hold |
3,250
| – | – | 0.1% | 157 |
|
|
2022
Q1 | $554K | Hold |
3,250
| – | – | 0.1% | 153 |
|
|
2021
Q4 | $565K | Hold |
3,250
| – | – | 0.1% | 155 |
|
|
2021
Q3 | $492K | Hold |
3,250
| – | – | 0.1% | 154 |
|
|
2021
Q2 | $457K | Hold |
3,250
| – | – | 0.09% | 158 |
|
|
2021
Q1 | $396K | Sell |
3,250
-37
| -1% | -$4.51K | 0.08% | 165 |
|
|
2020
Q4 | $385K | Hold |
3,287
| – | – | 0.09% | 154 |
|
|
2020
Q3 | $377K | Hold |
3,287
| – | – | 0.1% | 151 |
|
|
2020
Q2 | $353K | Hold |
3,287
| – | – | 0.1% | 155 |
|
|
2020
Q1 | $284K | Hold |
3,287
| – | – | 0.09% | 160 |
|
|
2019
Q4 | $366K | Hold |
3,287
| – | – | 0.1% | 159 |
|
|
2019
Q3 | $329K | Hold |
3,287
| – | – | 0.09% | 164 |
|
|
2019
Q2 | $328K | Hold |
3,287
| – | – | 0.09% | 160 |
|
|
2019
Q1 | $309K | Buy |
3,287
+37
| +1% | +$3.48K | 0.09% | 162 |
|
|
2018
Q4 | $259K | Hold |
3,250
| – | – | 0.08% | 163 |
|
|
2018
Q3 | $269K | Hold |
3,250
| – | – | 0.08% | 173 |
|
|
2018
Q2 | $266K | Hold |
3,250
| – | – | 0.08% | 168 |
|
|
2018
Q1 | $268K | Hold |
3,250
| – | – | 0.09% | 162 |
|
|
2017
Q4 | $265K | Hold |
3,250
| – | – | 0.09% | 155 |
|
|
2017
Q3 | $272K | Hold |
3,250
| – | – | 0.1% | 144 |
|
|
2017
Q2 | $253K | Hold |
3,250
| – | – | 0.09% | 150 |
|
|
2017
Q1 | $240K | Hold |
3,250
| – | – | 0.09% | 148 |
|
|
2016
Q4 | $220K | Hold |
3,250
| – | – | 0.09% | 158 |
|
|
2016
Q3 | $219K | Hold |
3,250
| – | – | 0.09% | 162 |
|
|
2016
Q2 | $222K | Buy |
+3,250
| New | +$222K | 0.09% | 160 |
|